BMO Canadian ETF Dashboard

Guides

• Allocating Cash In Uncertain Times

  Summary of trade ideas

• What’s Trending & BMO ETF Performance

  Momentum report

• BMO Core ETFs

  Details on ETFs as core building blocks

Updates

• BMO ETF Performance

  List of the performance of all BMO ETFs

• ETF Market Summary

  Metrics on each ETF

• BMO ETF Portfolio Strategy Report (Q3 2020)

  Guided portfolio and updates

Guides

• Smart Investing With A Factor-Based Approach – ETF Strategies

• Equity ETF Portfolio Decision Tree

Updates

• Global Equity ETF Breakdown (Quarterly)

• U.S. Equity ETF Breakdown (Quarterly)

• Canadian Equity ETF Breakdown (Quarterly)

• Low Volatility ETF Breakdown (Quarterly)

Methodologies

• BMO Dividend ETFs Methodology

• BMO Low Volatility ETFs Methodology

• BMO Quality ETFs Methodology

• BMO Value ETFs Methodology

Guides

• It’s a New World - ESG Investing as the New Standard

• Understanding BMO ESG ETFs

• Responsible About Investment

  BMO's history and leadership in responsible investment

• Responsible Investing

  Creating a sustainable advantage for your advisory practice

• Decoding Responsible Investing

  Key terms you need to know

• ESG ETF Due Diligence Checklist

• Fiduciary Duty in the 21st Century

  UN PRI and UNEP FI study on integration of ESG issues in investment decision-making

Methodologies

• MSCI ESG Leaders Methodology

• MSCI ESG Ratings Methodology (Listed per ETF)

• BMO Global High Dividend Covered Call ETF (ZWG)

• Bloomberg Barclays MSCI US Corporate Sustainability SRI Index Methodology

• Bloomberg Barclays MSCI Canada Corporate Sustainability SRI Index Methodology

Tools

• BMO ETFs Proxy Voting Dashboard (Listed per Security)

  Full transparency on how BMO GAM voted, by company

• MSCI Ratings on Individual Stocks (Listed per Security)

  Look up how any stock is ranked

• MSCI Index Profile Tool

  Explore ESG and climate metrics for all MSCI equity, fixed income and blended indexes regulated by the EU

• MSCI ESG Ratings for Funds and ETFs

  Search by fund name, ticker or ISIN

Guides

• Enhanced Dividend Fund Monthly Update

• BMO ETF Preferred Shares Strategy

• Preferred Share Liquidity & Scalability: The Case for ZPR

Updates

• Monthly Derivatives Report

  Covered calls and puts

• Metrics – ZPR Canadian Rate Resets

• U.S. Preferred Share ETFs

Methodologies

• BMO Covered Call ETFs Methodology

• BMO ETF Preferred Shares Strategy

• BMO Global High Dividend Covered Call ETF (ZWG)

• BMO Premium Yield ETF (ZPAY)

• BMO US Put Write ETF: Strategy

Guides

• Rotating for Success with BMO ETFs

Updates

• Sector ETF Breakdown (Quarterly)

Guides

• BMO ETFs - How ETFs Are Solving for Challenges in Fixed Income

• Quarterly Fixed Income Strategy

• Views from the Desk: Understanding the price movements of fixed income ETFs, funds and bonds

Updates

• Canadian Fixed Income ETF Breakdown (Quarterly)

• U.S. Fixed Income ETF Breakdown (Quarterly)

• Institutional Fixed Income Report

Methodologies

• BMO Canadian MBS Index ETF (ZMBS) - Mortgage-backed securities: Guaranteed by the Canadian government

• AccumuLating Units

Tools

• Treasury ETF Quote Process

BMO Capital Markets

• ETF Linked Notes

  Structured products

ETF Capital Management

• ETF Capital Management

SIA Wealth Management

• Focused on Wealth: BMO Global Asset Management and SIA Wealth Management

• Understanding SIA Wealth Management

• BMO SIA Focused North American Equity Fund – Monthly Update

• BMO SIA Focused Canadian Equity Fund – Monthly Update

• BMO Tactical Global Asset Allocation ETF Fund – Monthly Update

• BMO Tactical Global Bond ETF Fund – Monthly Update

• BMO Tactical Global Equity ETF Fund – Monthly Update

PIMCO (Pacific Investment Mgmt. Co.)

• BMO Global Strategic Bond Fund - Ticker: ZGSB - Monthly Update

• BMO Global Strategic Bond Fund

BMO GAM (Active Fixed Income)

• Active Fixed Income: Monthly Manager Update (ZMSB)

• Active Fixed Income: Monthly Manager Update (ZCPB)

Guides

• Brochure

• Asset Allocation as Part of Portfolio Construction

Guides

• BMO’s “Five Lenses” Strategy

• BMO ETFs – Understanding ETFs 3 (BMO ETF Based Mutual Funds)

Updates

• Monthly Asset Allocation Outlook

• ETF Portfolios Market Commentary

• Quarterly ETF Portfolios Update (Q3 2019)

Tools

• BMO ETF Portfolios Toolkit (Resource Centre)

BMO ETFs Team

• We Know ETFs

• Inside the BMO ETFs Team

Guides

• BMO ETFs – Understanding ETFs 1 (The Basics)

• BMO ETFs – Understanding ETFs 2 (The BMO ETF Platform)

• BMO ETFs – Understanding ETFs 3 (BMO ETF Based Mutual Funds)

• Understanding BMO ESG ETFs

Insights

• Debunking the Myths of ETFs

• Getting a Handle on the Impact of Currency

• Trading and the True Liquidity of an ETF

Tools

• Largest & Most Liquid ETFs In Canada

• ETF Due Diligence Checklist

Video Series

• Understanding ETFs

Index Providers - Insights Hub

• S&P Global - Coronavirus Coverage

  Analyses and insights on how coronavirus may impact public health, the global economy, and commodity markets as the situation develops

• MSCI - Coronavirus and Financial Markets

  Our latest insights

• FTSE Russell - Coronavirus: Mapping the Impact

  Up-to-date market navigation, insights and analysis from FTSE Russell Research

Insights

• FAQ – What to Expect During Tax Season

• PFIC Annual Information Statements

• Cross-Border Tax: Issues and Ideas - Insights E-Newsletter

• Tax Issues, U.S. Investing and Your Clients

• Tax-Loss Harvesting

Tools

• CDS - Tax Breakdown Posting

• BMO ETFs 2019 Tax Parameters

• BMO ETFs 2019 Tax Parameters Tool